diff --git a/app/Controllers/EmpDataServiceController.php b/app/Controllers/EmpDataServiceController.php
index 45e7097c..07a7ce3b 100755
--- a/app/Controllers/EmpDataServiceController.php
+++ b/app/Controllers/EmpDataServiceController.php
@@ -1032,8 +1032,9 @@ class EmpDataServiceController extends BaseController
             return false;
         }
 
+
         //for cd tranction and cd master data is empty check
-        if(!empty($inceptionData) && $inceptionData != null){
+        if(!empty($inceptionData) && $inceptionData != null || !empty($additionData) && $additionData != null || !empty($dependentAdditionData) && $dependentAdditionData != null){
 
             $policy_details = $this->clientPolicyModel->where('id', $export_data['client_policy_id'])->first();
 
@@ -1065,6 +1066,14 @@ class EmpDataServiceController extends BaseController
                 $totals =  $totals + $item->total;
             }
 
+            foreach ($additionData as $item) {
+                $totals =  $totals + $item->total;
+            }
+
+            foreach ($dependentAdditionData as $item) {
+                $totals =  $totals + $item->total;
+            }
+
              $totals = round($totals, 2);
             
             
@@ -1127,8 +1136,7 @@ class EmpDataServiceController extends BaseController
             AND `insurer_excel_export_template`.`type_name` = :type_name:
             LIMIT 1";
         
-            $binds = ['client_policy_id' => (int)$export_data['client_policy_id'],
-                             'type_name' => $export_data['actions']];
+        $binds = ['client_policy_id' => (int)$export_data['client_policy_id'],'type_name' => $export_data['actions']];
         $query = db_connect()->query($sql,$binds);
         $template_json = $query->getRowArray();
 
diff --git a/app/Controllers/SalesController.php b/app/Controllers/SalesController.php
index 659299cd..edf64242 100644
--- a/app/Controllers/SalesController.php
+++ b/app/Controllers/SalesController.php
@@ -2028,6 +2028,35 @@ private function buildOppAchievement($db, array $sales_manager_ids, $branchId, s
             ORDER BY l.created_at DESC
         ", [$uid, $fyStart, $fyEnd])->getResultArray();
 
+        // ── Lost Leads for this user in FY (Opportunities tab — toggle off) ──
+        $lossLeads = $db->query("
+            SELECT
+                l.id AS opportunities_id,
+                l.actual_lead_id,
+                COALESCE(l.lead_form_type, 1) AS lead_form_type_id,
+                l.lead_type AS lead_type_id,
+                sal.company_name    AS company,
+                l.client_name       AS client_name,
+                CASE WHEN COALESCE(l.lead_form_type, 1) = 1 THEN 'EB' ELSE 'Non-EB' END AS lead_form_type,
+                CASE
+                    WHEN l.lead_type = 1 THEN 'Fresh'
+                    WHEN l.lead_type = 2 THEN 'Renewal'
+                    WHEN l.lead_type = 3 THEN 'Roll Over'
+                    ELSE ''
+                END AS lead_type,
+                l.created_at        AS created_at,
+                l.status,
+                l.lost_reason       AS lost_reason
+            FROM leads l
+            INNER JOIN sales_actual_leads sal
+                    ON sal.lead_id = l.actual_lead_id
+            WHERE l.status          = 'lost'
+              AND sal.assigned_to   = ?
+              AND l.created_at     >= ?
+              AND l.created_at     <= ?
+            ORDER BY l.created_at DESC
+        ", [$uid, $fyStart, $fyEnd])->getResultArray();
+
         // -- NOTE: AND TRIM(sal.company_name) = TRIM(l.client_name)
         $result[$uid] = [
             'total_policies' => $totalPolicies,
@@ -2035,6 +2064,7 @@ private function buildOppAchievement($db, array $sales_manager_ids, $branchId, s
             'target_amt'     => $targetAmt,
             'policies'       => $policies,
             'won_leads'      => $wonLeads,   // for Table 2 in modal Tab 2
+            'loss_leads'     => $lossLeads,
         ];
     }
 
diff --git a/app/Models/ClaimsCollectionV2DashboardModel.php b/app/Models/ClaimsCollectionV2DashboardModel.php
index d459d79a..063b5563 100644
--- a/app/Models/ClaimsCollectionV2DashboardModel.php
+++ b/app/Models/ClaimsCollectionV2DashboardModel.php
@@ -46,6 +46,11 @@ class ClaimsCollectionV2DashboardModel extends Model
         229 => 'cataract_avg_exceeded_amount',
         230 => 'hospital_city_wise_si_limit_cataract',
         231 => 'total_incurred_by_cliam_status',
+        232 => 'inception_emp_lives',
+        233 => 'current_emp_lives',
+        234 => 'claim_value_by_month',
+        235 => 'claim_amount_by_relationship',
+        236 => 'top_10_ailments_by_claim_count',
     ];
 
     /**
@@ -83,6 +88,11 @@ class ClaimsCollectionV2DashboardModel extends Model
         'cataract_avg_exceeded_amount' => 'Cataract avg exceeded amount',
         'hospital_city_wise_si_limit_cataract' => 'Hospital city wise SI Limit - Cataract',
         'total_incurred_by_cliam_status' => 'Total Incurred by Cliam Status ',
+        'inception_emp_lives' => 'Inception Employees & Lives',
+        'current_emp_lives' => 'Current Employees & Lives',
+        'claim_value_by_month' => 'Claim Value by Month',
+        'claim_amount_by_relationship' => 'Claim Amount by Relationship',
+        'top_10_ailments_by_claim_count' => 'Top 10 Ailments by Claim Count',
     ];
 
     protected function runKpiQuery(string $sql, int $policyId): array
@@ -2083,6 +2093,199 @@ WHERE tm.client_policy_id = :policy_id:
   AND tm.is_active = 1
 GROUP BY tcs.display_name, totals.total_count, totals.total_value
 -- ORDER BY claim_count DESC;
+SQL;
+        return $this->runKpiQuery($sql, $policyId);
+    }
+
+    /** Metabase #232: Inception Employees & Lives */
+    public function inception_emp_lives(int $policyId): array
+    {
+        $sql = <<<'SQL'
+SELECT
+    COUNT(DISTINCT CASE
+        WHEN e.relationship = 'Self' THEN e.id
+    END)                                                    AS inception_emp,
+
+    COUNT(DISTINCT e.id)                                    AS inception_lives
+
+FROM employee_polices ep
+JOIN employees e ON e.id = ep.employee_id
+WHERE ep.client_policy_id = :policy_id:
+  AND LOWER(e.change_event) LIKE '%inception%'
+  AND ep.is_active = 1
+  AND e.is_active  = 1;
+SQL;
+        return $this->runKpiQuery($sql, $policyId);
+    }
+
+    /** Metabase #233: Current Employees & Lives */
+    public function current_emp_lives(int $policyId): array
+    {
+        $sql = <<<'SQL'
+SELECT
+    COUNT(DISTINCT CASE
+        WHEN e.relationship = 'Self' THEN e.id
+    END)                                                    AS current_emp,
+
+    COUNT(DISTINCT e.id)                                    AS current_lives,
+
+    ROUND(
+        COUNT(DISTINCT e.id)
+        / NULLIF(COUNT(DISTINCT CASE
+            WHEN e.relationship = 'Self' THEN e.id
+          END), 0)
+    , 2)                                                    AS avg_family_size
+
+FROM employee_polices ep
+JOIN employees e ON e.id = ep.employee_id
+WHERE ep.client_policy_id = :policy_id:
+  AND ep.status    = 'active'
+  AND ep.is_active = 1
+  AND e.emp_status = 'active'
+  AND e.is_active  = 1;
+SQL;
+        return $this->runKpiQuery($sql, $policyId);
+    }
+
+    /** Metabase #234: Claim Value by Month */
+    public function claim_value_by_month(int $policyId): array
+    {
+        $sql = <<<'SQL'
+SELECT
+    DATE_FORMAT(tm.created_at, '%b %Y')                AS claim_month,
+    DATE_FORMAT(tm.created_at, '%Y-%m')                AS month_sort,
+    -- COUNT(tm.id)                                            AS claim_count,
+    -- CONCAT(ROUND(COUNT(tm.id) / totals.total_count * 100, 2), '%') AS count_pct,
+
+        COALESCE(SUM(CAST(NULLIF(tm.claim_amount, '') AS DECIMAL(15,2))), 0)
+                                                        AS claim_value
+    -- CONCAT(ROUND(
+     --   COALESCE(SUM(CAST(NULLIF(tm.claim_amount, '') AS DECIMAL(15,2))), 0)
+       -- / NULLIF(totals.total_value, 0) * 100
+    -- , 2), '%')                                              AS value_pct
+FROM ticket_master tm
+JOIN (
+    SELECT
+        COUNT(id)                                                               AS total_count,
+        COALESCE(SUM(CAST(NULLIF(claim_amount, '') AS DECIMAL(15,2))), 0)       AS total_value
+    FROM ticket_master
+    WHERE client_policy_id = :policy_id: AND is_active = 1
+) totals ON 1=1
+WHERE tm.client_policy_id = :policy_id:
+  AND tm.is_active = 1
+GROUP BY
+    DATE_FORMAT(tm.created_at, '%b %Y'),
+    DATE_FORMAT(tm.created_at, '%Y-%m'),
+    totals.total_count,
+    totals.total_value
+ORDER BY month_sort;
+SQL;
+        return $this->runKpiQuery($sql, $policyId);
+    }
+
+    /** Metabase #235: Claim Amount by Relationship */
+    public function claim_amount_by_relationship(int $policyId): array
+    {
+        $sql = <<<'SQL'
+SELECT
+    COALESCE(tm.relationship, 'Unknown') AS relationship,
+    COUNT(tm.id) AS claim_count,
+    ROUND(COUNT(tm.id) / NULLIF(totals.total_count, 0) * 100, 2)
+    AS count_pct,
+    COALESCE(SUM(CAST(NULLIF(tm.claim_amount, '') AS DECIMAL(15,2))), 0) AS claim_value,
+    ROUND(
+            COALESCE(SUM(CAST(NULLIF(tm.claim_amount, '') AS DECIMAL(15,2))), 0)
+            / NULLIF(totals.total_value, 0) * 100,
+        2)
+     AS value_pct
+
+FROM ticket_master tm
+
+JOIN (
+    SELECT
+        COUNT(id) AS total_count,
+        COALESCE(SUM(CAST(NULLIF(claim_amount, '') AS DECIMAL(15,2))), 0) AS total_value
+    FROM ticket_master
+    WHERE client_policy_id = :policy_id: AND is_active = 1
+) totals ON 1=1
+
+WHERE tm.client_policy_id = :policy_id:
+  AND tm.is_active = 1
+
+GROUP BY tm.relationship
+
+ORDER BY claim_count DESC;
+
+-- SELECT
+--     COALESCE(
+--         CONCAT(UPPER(SUBSTRING(tm.relationship, 1, 1)), LOWER(SUBSTRING(tm.relationship, 2))),
+--         'Unknown'
+--     ) AS relationship,
+--     COUNT(tm.id) AS claim_count,
+--     ROUND(COUNT(tm.id) / NULLIF(totals.total_count, 0) * 100, 2) AS count_pct,
+--     COALESCE(SUM(CAST(NULLIF(tm.claim_amount, '') AS DECIMAL(15,2))), 0) AS claim_value,
+--     ROUND(
+--         COALESCE(SUM(CAST(NULLIF(tm.claim_amount, '') AS DECIMAL(15,2))), 0)
+--         / NULLIF(totals.total_value, 0) * 100,
+--     2) AS value_pct
+-- FROM ticket_master tm
+-- JOIN (
+--     SELECT
+--         COUNT(id) AS total_count,
+--         COALESCE(SUM(CAST(NULLIF(claim_amount, '') AS DECIMAL(15,2))), 0) AS total_value
+--     FROM ticket_master
+--     WHERE client_policy_id = :policy_id: AND is_active = 1
+-- ) totals ON 1=1
+-- WHERE tm.client_policy_id = :policy_id:
+--   AND tm.is_active = 1
+-- GROUP BY tm.relationship
+-- ORDER BY
+--     CASE LOWER(tm.relationship)
+--         WHEN 'self'          THEN 1
+--         WHEN 'spouse'        THEN 2
+--         WHEN 'son'           THEN 3
+--         WHEN 'daughter'      THEN 4
+--         WHEN 'father'        THEN 5
+--         WHEN 'mother'        THEN 6
+--         WHEN 'father-in-law' THEN 7
+--         WHEN 'mother-in-law' THEN 8
+--         WHEN 'unknown'       THEN 9
+--         ELSE 10
+--     END;
+SQL;
+        return $this->runKpiQuery($sql, $policyId);
+    }
+
+    /** Metabase #236: Top 10 Ailments by Claim Count */
+    public function top_10_ailments_by_claim_count(int $policyId): array
+    {
+        $sql = <<<'SQL'
+SELECT
+    COALESCE(tm.tpa_ailments, 'Not Specified')              AS ailment,
+    COUNT(tm.id)                                            AS claim_count,
+    CONCAT(ROUND(COUNT(tm.id) / totals.total_count * 100, 2), '%')
+                                                            AS count_pct,
+    FORMAT(
+        COALESCE(SUM(CAST(NULLIF(tm.claim_amount, '') AS DECIMAL(15,2))), 0)
+    , 0)                                                    AS claim_value,
+    CONCAT(ROUND(
+        COALESCE(SUM(CAST(NULLIF(tm.claim_amount, '') AS DECIMAL(15,2))), 0)
+        / NULLIF(totals.total_value, 0) * 100
+    , 2), '%')                                              AS value_pct
+FROM ticket_master tm
+JOIN (
+    SELECT
+        COUNT(id)                                                               AS total_count,
+        COALESCE(SUM(CAST(NULLIF(claim_amount, '') AS DECIMAL(15,2))), 0)       AS total_value
+    FROM ticket_master
+    WHERE client_policy_id = :policy_id: AND is_active = 1
+) totals ON 1=1
+WHERE tm.client_policy_id = :policy_id:
+  AND tm.is_active = 1
+  AND tm.tpa_ailments IS NOT NULL
+GROUP BY tm.tpa_ailments, totals.total_count, totals.total_value
+ORDER BY claim_count DESC
+LIMIT 10;
 SQL;
         return $this->runKpiQuery($sql, $policyId);
     }
diff --git a/app/Views/insurer_export_templete.php b/app/Views/insurer_export_templete.php
index 5edcc832..fa78b8e1 100755
--- a/app/Views/insurer_export_templete.php
+++ b/app/Views/insurer_export_templete.php
@@ -14,7 +14,8 @@
         text-overflow: ellipsis;
     }
 
-    .select2-hidden-accessible + .select2-container .select2-dropdown {
+    /* Hide dropdown list only for the insurer copy select (search-only UX) */
+    #insurer.select2-hidden-accessible + .select2-container .select2-dropdown {
       display: none !important;
     }
 
@@ -53,6 +54,14 @@
         z-index: 1060;
     }
 
+    #template_modal .select2-container {
+        z-index: 1061;
+    }
+
+    #template_modal .select2-dropdown {
+        z-index: 1062;
+    }
+
     #template_modal.show {
         display: flex !important;
         align-items: center;
@@ -276,6 +285,44 @@
 <script>
     var insurerTemplateDataTable = null;
     var templateDebugPrefix = '[InsurerTemplate]';
+    var insurerDbColumnOptions = <?= json_encode($db_column_name ?? [], JSON_HEX_TAG | JSON_HEX_APOS | JSON_HEX_QUOT | JSON_HEX_AMP) ?>;
+
+    function buildDbColumnSelectOptions() {
+        var html = '<option value="" selected>Select</option>';
+        if (!insurerDbColumnOptions || typeof insurerDbColumnOptions !== 'object') {
+            return html;
+        }
+        Object.keys(insurerDbColumnOptions).forEach(function (label) {
+            var value = insurerDbColumnOptions[label];
+            html += '<option value="' + String(value).replace(/"/g, '&quot;') + '">' + String(label).replace(/</g, '&lt;') + '</option>';
+        });
+        return html;
+    }
+
+    function initDbColumnSelect2($select) {
+        if (!$select || !$select.length || typeof $.fn.select2 !== 'function') {
+            return;
+        }
+        if ($select.hasClass('select2-hidden-accessible')) {
+            $select.select2('destroy');
+        }
+        $select.select2({
+            placeholder: 'Select',
+            allowClear: true,
+            width: '100%',
+            dropdownParent: $('#template_modal')
+        });
+    }
+
+    function destroyDbColumnSelect2InContainer(container) {
+        var $container = container ? $(container) : $('#dynamic-form-container');
+        $container.find('.db-column-name-select').each(function () {
+            var $el = $(this);
+            if ($el.hasClass('select2-hidden-accessible')) {
+                $el.select2('destroy');
+            }
+        });
+    }
 
     function showTemplateModal() {
         var $modal = $('#template_modal');
@@ -662,6 +709,7 @@
             input.preventDefault();
         }
         $('#myCenterModalLabel').text('Create Template');
+        destroyDbColumnSelect2InContainer();
         $('#dynamic-form-container').empty();
         addHTMLInput();
         showTemplateModal();
@@ -672,6 +720,10 @@
         const container = document.getElementById('dynamic-form-container');
         const newRow = document.createElement('div');
         newRow.className = 'form-row dynamic-form-row';
+        const disableDbSelect = data !== null && data !== undefined && data !== '' && data.default_value != "" && data.default_value != null;
+        const headerValue = data !== null && data !== undefined && data !== '' ? (data.column_name || '') : '';
+        const defaultValue = data != null && data != undefined && data != '' && data.default_value != "" && data.default_value != null ? data.default_value : '';
+
         newRow.innerHTML = `
         <div class="mt-3 p-3" style="width: 100%; background: #F7F7F7; 
             border-radius: 30px !important;  
@@ -681,24 +733,19 @@
         ">
             <div class="form-group col-md-3">
                 <label for="db_column_name">DataBase Column Name<span class="text-danger"></span></label>
-                <select class="form-control db-column-name-select dbColumn" name="db_column_name[]" onchange="checkForDuplicates(this); handleDbColumnChange(this)" ${data !== null && data !== undefined && data !== '' && data.default_value != "" && data.default_value != null ? 'disabled' : ''}>
-                    <option value="" selected >Select</option>
-                    <?php if (!empty($db_column_name)){ ?>
-                        <?php foreach ($db_column_name as $key => $value) { ?>
-                            <option value="<?= $value ?>"><?= $key ?></option>
-                        <?php } ?>
-                    <?php } ?>
+                <select class="form-control db-column-name-select" name="db_column_name[]" onchange="checkForDuplicates(this); handleDbColumnChange(this)"${disableDbSelect ? ' disabled' : ''}>
+                    ${buildDbColumnSelectOptions()}
                 </select>
             </div>
 
             <div class="form-group col-md-4">
                 <label for="excel_column_name">Header Name<span class="text-danger">*</span></label>
-                <input id="excel_column_name" value="${data !== null && data !== undefined && data !== '' ? data.column_name : ''}" class="form-control" type="text" name="excel_column_name[]" placeholder="Excel Header Column Name">
+                <input id="excel_column_name" value="${headerValue}" class="form-control" type="text" name="excel_column_name[]" placeholder="Excel Header Column Name">
             </div>
 
             <div class="form-group col-md-3">
                 <label for="default_value">Default Value<span class="text-danger"></span></label>
-                <input id="default_value" value="${data != null && data != undefined && data != '' && data.default_value != "" && data.default_value != null ? data.default_value : ''}" class="form-control" type="text" name="default_value[]" placeholder="Excel Default value">
+                <input id="default_value" value="${defaultValue}" class="form-control" type="text" name="default_value[]" placeholder="Excel Default value">
             </div>
 
             <div class="form-group col-md-2" style="position: relative;left: 28px;">
@@ -708,13 +755,14 @@
         </div>
         `;
         container.appendChild(newRow);
+        var $dbSelect = $(newRow).find('.db-column-name-select');
         if (data != null && data.db_column_name != undefined) {
-            const selectElement = newRow.querySelector('.db-column-name-select');
-            selectElement.value = data.db_column_name;
-            $('.dbColumn').select2();
+            $dbSelect.val(data.db_column_name);
+        }
+        initDbColumnSelect2($dbSelect);
+        if (data != null && data.db_column_name != undefined) {
+            $dbSelect.trigger('change');
         }
-
-        $('.dbColumn').select2();
     }
 
     // function removeHTMLInput(element) 
@@ -731,6 +779,12 @@
 
         if (rows.length > 1) {
             const row = element.closest('.dynamic-form-row');
+            $(row).find('.db-column-name-select').each(function () {
+                var $el = $(this);
+                if ($el.hasClass('select2-hidden-accessible')) {
+                    $el.select2('destroy');
+                }
+            });
             row.remove();
         } 
     }
@@ -813,6 +867,7 @@
                 var data = JSON.parse(res.data.jsoncolumns)
                 // console.log(JSON.parse(res.data.jsoncolumns));
 
+                destroyDbColumnSelect2InContainer();
                 $('#dynamic-form-container').empty();
 
                 $.each(data, function(index, item) {
@@ -855,6 +910,7 @@
 
     $('.close').click(function() 
     {   
+        destroyDbColumnSelect2InContainer();
         $('#dynamic-form-container').empty();
         $('#policy_type').val('');
         $('#event').val('').change();
@@ -926,9 +982,9 @@
         let $dbSelect = $row.find('select[name="db_column_name[]"]');
 
         if ($defaultInput.val().trim() !== '') {
-            $dbSelect.val('').trigger('change').prop('disabled', true);
+            $dbSelect.val(null).trigger('change').prop('disabled', true);
         } else {
-            $dbSelect.prop('disabled', false);
+            $dbSelect.prop('disabled', false).trigger('change');
         }
     });
 
diff --git a/app/Views/insurer_or_tpa_data.php b/app/Views/insurer_or_tpa_data.php
index 988f5d32..b3ce623b 100755
--- a/app/Views/insurer_or_tpa_data.php
+++ b/app/Views/insurer_or_tpa_data.php
@@ -1256,11 +1256,20 @@
     // Start the interval
     function startInterval() {
         if (!submitInterval) {
-            messageShown = false; // Reset message flag
+            messageShown = false;
+
             submitInterval = setInterval(function() {
                 checkCDBalance();
             }, 2000);
+
             console.log("Checking CD balance started...");
+
+            // Stop after 15 seconds
+            setTimeout(function() {
+                clearInterval(submitInterval);
+                submitInterval = null;
+                console.log("Checking CD balance stopped after 15 seconds.");
+            }, 15000);
         }
     }
 
diff --git a/app/Views/sales/branch_level_dashboard_view.php b/app/Views/sales/branch_level_dashboard_view.php
index eba15043..09be0731 100644
--- a/app/Views/sales/branch_level_dashboard_view.php
+++ b/app/Views/sales/branch_level_dashboard_view.php
@@ -230,6 +230,17 @@
     .opp-card { background: #f8fafd; border-radius: 12px; padding: 16px; border: 1px solid #e4eaf5; text-align: center; }
     .opp-card-val { font-size: 22px; font-weight: 800; color: #0f172a; }
     .opp-card-lbl { font-size: 11px; color: #7c8db0; font-weight: 700; margin-top: 4px; letter-spacing: .04em; }
+    .opp-section-head { display: flex; justify-content: space-between; align-items: center; margin: 24px 0 12px; gap: 12px; flex-wrap: wrap; }
+    .opp-section-head .split-section-title { margin: 0; }
+    .opp-toggle-wrap { display: flex; align-items: center; gap: 10px; flex-shrink: 0; }
+    .opp-toggle-lbl { font-size: 12px; font-weight: 700; color: #94a3b8; transition: color .2s; }
+    .opp-toggle-lbl.active { color: #0f172a; }
+    .opp-toggle-switch { position: relative; display: inline-block; width: 44px; height: 24px; flex-shrink: 0; }
+    .opp-toggle-switch input { opacity: 0; width: 0; height: 0; }
+    .opp-toggle-slider { position: absolute; cursor: pointer; inset: 0; background: #cbd5e1; border-radius: 99px; transition: background .2s; }
+    .opp-toggle-slider::before { content: ""; position: absolute; height: 18px; width: 18px; left: 3px; bottom: 3px; background: #fff; border-radius: 50%; transition: transform .2s; box-shadow: 0 1px 3px rgba(15,23,42,0.15); }
+    .opp-toggle-switch input:checked + .opp-toggle-slider { background: #4f46e5; }
+    .opp-toggle-switch input:checked + .opp-toggle-slider::before { transform: translateX(20px); }
 
     @media(max-width:900px) { .list-col-head,.achieve-row { grid-template-columns: 220px 1fr 110px 110px 110px; } .col-lbl:nth-child(6),.col-lbl:nth-child(7),.achieve-row>*:nth-child(6),.achieve-row>*:nth-child(7) { display: none; } }
     @media(max-width:640px) { .list-col-head { display: none; } .achieve-row { grid-template-columns: 1fr auto; gap: 12px; padding: 14px 16px; } .achieve-row>*:not(:nth-child(1)):not(:nth-child(7)) { display: none; } .section-head { flex-direction: column; align-items: flex-start; gap: 12px; } .modal-summary { grid-template-columns: repeat(2,1fr); } .target-edit-panel { grid-template-columns: 1fr; } .opp-summary-cards { grid-template-columns: 1fr 1fr; } }
@@ -502,7 +513,9 @@ const TEAM     = <?php echo json_encode($team_achievement ?? []); ?>;
 const OPP_DATA = <?php echo json_encode($opp_achievement ?? []); ?>;
 /* OPP_DATA shape per userId:
    { total_policies, total_exp_amt, target_amt,
-     policies: [{ policy_no, issue_date, amount, created_at }] } */
+     policies: [{ policy_no, issue_date, amount, created_at }],
+     won_leads: [...], loss_leads: [...] } */
+let currentModalOppUserId = null;
 
 /* ── JS Helpers ── */
 const ACT_ICONS  = {Call:'📞',Email:'✉️',Meeting:'📅',Visit:'🚗',Demo:'🖥️','Share Docs':'📄','To Do':'✓'};
@@ -545,6 +558,89 @@ function redirectToOpportunity(leadTypeId, actualLeadId, opportunityId) {
         + encodeURIComponent(opportunityId);
 }
 
+function escOppCell(text) {
+    return String(text ?? '')
+        .replace(/&/g, '&amp;')
+        .replace(/</g, '&lt;')
+        .replace(/>/g, '&gt;')
+        .replace(/"/g, '&quot;');
+}
+
+function updateOppTableHeader(showWon) {
+    const headRow = document.getElementById('oppTableHead');
+    if (!headRow) return;
+
+    if (showWon) {
+        headRow.innerHTML =
+            '<th>Company</th>'
+          + '<th>Opportunity Type</th>'
+          + '<th>Date</th>';
+    } else {
+        headRow.innerHTML =
+            '<th>Company</th>'
+          + '<th>Opportunity Type</th>'
+          + '<th>Lost Reason</th>'
+          + '<th>Date</th>';
+    }
+}
+
+function buildOpportunityTableRows(leads, showWon) {
+    return (leads || []).map(function(l) {
+        const opportunityType = [
+            l.lead_form_type || '',
+        ].filter(Boolean).join('').toUpperCase();
+        const typeBadgeClass = l.lead_form_type === 'EB'
+            ? 'style="background:#eff6ff;color:#2563eb;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"'
+            : 'style="background:#f0fdf4;color:#16a34a;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"';
+        const canRedirect = l.lead_form_type_id && l.actual_lead_id && l.opportunities_id;
+        const rowAttrs = canRedirect
+            ? ' class="won-opportunity-row" title="Open opportunity" onclick=\'redirectToOpportunity('
+                + JSON.stringify(String(l.lead_form_type_id)) + ','
+                + JSON.stringify(String(l.actual_lead_id)) + ','
+                + JSON.stringify(String(l.opportunities_id)) + ')\''
+            : '';
+
+        const lostReasonCell = showWon ? '' :
+            '<td style="font-size:12px;color:#64748b;max-width:220px;white-space:normal;">'
+            + escOppCell((l.lost_reason || '').trim() || '—')
+            + '</td>';
+
+        return '<tr' + rowAttrs + '>'
+            + '<td style="font-weight:700;color:#0f172a;">' + escOppCell(l.company || '—') + '</td>'
+            + '<td><span ' + typeBadgeClass + '>' + (opportunityType || '—') + '</span></td>'
+            + lostReasonCell
+            + '<td style="font-size:12px;color:#64748b;">' + fmtCreatedAt(l.created_at) + '</td>'
+            + '</tr>';
+    }).join('');
+}
+
+function updateOppToggleLabels(showWon) {
+    const lostLbl = document.getElementById('oppToggleLblLost');
+    const wonLbl  = document.getElementById('oppToggleLblWon');
+    if (lostLbl) lostLbl.classList.toggle('active', !showWon);
+    if (wonLbl)  wonLbl.classList.toggle('active', showWon);
+}
+
+function renderOpportunitiesTable(userId, showWon) {
+    const opp = OPP_DATA[userId];
+    const tbody = document.getElementById('oppTableBody');
+    if (!tbody || !opp) return;
+
+    const leads = showWon ? (opp.won_leads || []) : (opp.loss_leads || []);
+    const colSpan = showWon ? 3 : 4;
+    updateOppTableHeader(showWon);
+    const rows  = buildOpportunityTableRows(leads, showWon);
+    const emptyMsg = showWon ? 'No won opportunities found' : 'No lost opportunities found';
+    tbody.innerHTML = rows || '<tr><td colspan="' + colSpan + '" style="text-align:center;color:#aaa;padding:24px;">' + emptyMsg + '</td></tr>';
+    updateOppToggleLabels(showWon);
+}
+
+function onOppStatusToggle(checked) {
+    if (currentModalOppUserId) {
+        renderOpportunitiesTable(currentModalOppUserId, checked);
+    }
+}
+
 function goSalesPage(page, status, memberId) {
     const url = new URL(page === 'activities' ? SALES_ACTIVITIES_URL : SALES_LEADS_URL, window.location.origin);
     url.searchParams.set('fy', getSelectedDashboardFY());
@@ -939,48 +1035,33 @@ function openModal(id) {
         //     +   '</table>'
         //     + '</div>';
 
-        /* ── Won Leads Table (Table 2) ── */
-        const wonLeads = opp.won_leads || [];
-        const wonRows  = wonLeads.map(function(l) {
-            // const opportunityType = [
-            //     l.lead_form_type || '',
-            //     l.lead_type || ''
-            // ].filter(Boolean).join('/').toUpperCase();
-            const opportunityType = [
-                l.lead_form_type || '',
-            ].filter(Boolean).join('').toUpperCase();
-            const typeBadgeClass = l.lead_form_type === 'EB'
-                ? 'style="background:#eff6ff;color:#2563eb;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"'
-                : 'style="background:#f0fdf4;color:#16a34a;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"';
-            const canRedirect = l.lead_form_type_id && l.actual_lead_id && l.opportunities_id;
-            const rowAttrs = canRedirect
-                ? ' class="won-opportunity-row" title="Open opportunity" onclick=\'redirectToOpportunity('
-                    + JSON.stringify(String(l.lead_form_type_id)) + ','
-                    + JSON.stringify(String(l.actual_lead_id)) + ','
-                    + JSON.stringify(String(l.opportunities_id)) + ')\''
-                : '';
-
-            return '<tr' + rowAttrs + '>'
-                + '<td style="font-weight:700;color:#0f172a;">' + (l.company || '—') + '</td>'
-                + '<td><span ' + typeBadgeClass + '>' + (opportunityType || '—') + '</span></td>'
-                + '<td style="font-size:12px;color:#64748b;">' + fmtCreatedAt(l.created_at) + '</td>'
-                + '</tr>';
-        }).join('');
+        currentModalOppUserId = id;
 
         tab2Html +=
-            '<div class="split-section-title" style="margin-top:24px;"> Opportunities </div>'
+            '<div class="opp-section-head">'
+          +   '<div class="split-section-title">Opportunities</div>'
+          +   '<div class="opp-toggle-wrap">'
+          +     '<span class="opp-toggle-lbl" id="oppToggleLblLost">Lost</span>'
+          +     '<label class="opp-toggle-switch" title="Toggle between won and lost opportunities">'
+          +       '<input type="checkbox" id="oppStatusToggle" checked onchange="onOppStatusToggle(this.checked)">'
+          +       '<span class="opp-toggle-slider"></span>'
+          +     '</label>'
+          +     '<span class="opp-toggle-lbl active" id="oppToggleLblWon">Won</span>'
+          +   '</div>'
+          + '</div>'
           + '<div style="overflow-x:auto;">'
           +   '<table class="split-table">'
-          +     '<thead><tr>'
+          +     '<thead><tr id="oppTableHead">'
           +       '<th>Company</th>'
           +       '<th>Opportunity Type</th>'
           +       '<th>Date</th>'
           +     '</tr></thead>'
-          +     '<tbody>' + (wonRows || '<tr><td colspan="3" style="text-align:center;color:#aaa;padding:24px;">No leads found</td></tr>') + '</tbody>'
+          +     '<tbody id="oppTableBody"></tbody>'
           +   '</table>'
           + '</div>';
 
     } else {
+        currentModalOppUserId = null;
         tab2Html = '<div class="empty-state"><div class="empty-icon">📋</div>No opportunities data available</div>';
     }
 
@@ -996,6 +1077,14 @@ function openModal(id) {
 
     document.getElementById('modalOverlay').classList.add('open');
     document.body.style.overflow = 'hidden';
+
+    if (currentModalOppUserId && OPP_DATA[currentModalOppUserId]) {
+        const toggle = document.getElementById('oppStatusToggle');
+        if (toggle) toggle.checked = true;
+        renderOpportunitiesTable(currentModalOppUserId, true);
+    } else {
+        currentModalOppUserId = null;
+    }
 }
 
 function switchTab(idx, btn) {
@@ -1007,6 +1096,7 @@ function switchTab(idx, btn) {
 function closeModal() {
     document.getElementById('modalOverlay').classList.remove('open');
     document.body.style.overflow = '';
+    currentModalOppUserId = null;
 }
 
 document.getElementById('modalOverlay').addEventListener('click', function(e) { if (e.target === e.currentTarget) closeModal(); });
diff --git a/hr-dashboard.md b/hr-dashboard.md
index de69b3ac..f56a6a9f 100644
--- a/hr-dashboard.md
+++ b/hr-dashboard.md
@@ -1,22 +1,25 @@
 # Claims Collection V2 — HR Dashboard API
 
 **Created:** 2026-06-02  
+**Updated:** 2026-06-03  
 **Controller:** `App\Controllers\ClaimsCollectionV2DashboardController`  
 **Model:** `App\Models\ClaimsCollectionV2DashboardModel`  
-**Source queries:** `metabase_raw_queries.csv` → collection `Claims Collection V2`  
-**Base app URL (local):** `https://localhost/PHP828APPS/ruc/nhance/index.php`
+**Source queries:** `metabase_raw_queries.csv` → collection `Claims Collection V2` (31 original) + 5 KPIs added in-model (232–236)  
+**Base app URL (local):** `https://localhost/PHP828APPS/ruc/nhance/index.php`  
+**Total KPIs:** 36
 
 ---
 
 ## Overview
 
-Each Metabase question in the CSV is a separate PHP method on the model.  
+Each KPI is a separate PHP method on the model, registered in `KPI_MAP` (Metabase question id → slug) and `KPI_LABELS` (slug → display label).
+
 The API exposes them in three ways:
 
 | What | URL fragment | Use case |
 |------|-------------|----------|
 | **Single KPI** | `kpi/{slug or Metabase id}` | FE loads one card at a time |
-| **All KPIs** | `all` | FE loads entire dashboard in one call |
+| **All KPIs** | `all` | FE loads entire dashboard in one call (36 KPIs) |
 | **Debug / preview** | `debug` / `preview` | Admin checks raw output in browser |
 
 All endpoints require `client_policy` or `client_policy_id` as a query param  
@@ -36,7 +39,7 @@ Prefix: `util/claims-collection-v2`
 | GET | `util/claims-collection-v2/preview/{policy_id}` | `::preview` | Same, policy in URL |
 | GET | `util/claims-collection-v2/debug` | `::debug` | Raw JSON dump (all KPIs) |
 | GET | `util/claims-collection-v2/debug/{policy_id}` | `::debug` | Same, policy in URL |
-| GET | `util/claims-collection-v2/all` | `::all` | JSON — all 31 KPIs |
+| GET | `util/claims-collection-v2/all` | `::all` | JSON — all 36 KPIs |
 | GET | `util/claims-collection-v2/kpi/{slug\|id}` | `::kpi` | JSON — single KPI |
 
 **Filters applied:** `authMVC`, `AclFilter`, `HttpRequestLog`, `Cors`, `SecurityInputFilter`
@@ -49,7 +52,7 @@ Prefix: `employeeRest/claims-collection-v2`
 
 | Method | Path | Handler | Purpose |
 |--------|------|---------|---------|
-| GET | `employeeRest/claims-collection-v2/all` | `::all` | JSON — all 31 KPIs |
+| GET | `employeeRest/claims-collection-v2/all` | `::all` | JSON — all 36 KPIs |
 | GET | `employeeRest/claims-collection-v2/kpi/{slug\|id}` | `::kpi` | JSON — single KPI |
 | GET | `employeeRest/claims-collection-v2/preview` | `::preview` | UI grid (FE debug) |
 | GET | `employeeRest/claims-collection-v2/preview/{policy_id}` | `::preview` | Same, policy in URL |
@@ -85,7 +88,7 @@ GET /index.php/util/claims-collection-v2/preview?client_policy=4687
 # Preview with policy in URL
 GET /index.php/util/claims-collection-v2/preview/4687
 
-# Raw JSON — all 31 KPIs
+# Raw JSON — all 36 KPIs
 GET /index.php/util/claims-collection-v2/debug?client_policy=4687
 
 # Raw JSON — single KPI by slug
@@ -93,6 +96,13 @@ GET /index.php/util/claims-collection-v2/kpi/incurred_ratio?client_policy=4687
 
 # Raw JSON — single KPI by Metabase question id
 GET /index.php/util/claims-collection-v2/kpi/207?client_policy=4687
+
+# Exposure KPIs (added 2026-06-03)
+GET /index.php/util/claims-collection-v2/kpi/inception_emp_lives?client_policy=4687
+GET /index.php/util/claims-collection-v2/kpi/current_emp_lives?client_policy=4687
+GET /index.php/util/claims-collection-v2/kpi/claim_value_by_month?client_policy=4687
+GET /index.php/util/claims-collection-v2/kpi/claim_amount_by_relationship?client_policy=4687
+GET /index.php/util/claims-collection-v2/kpi/top_10_ailments_by_claim_count?client_policy=4687
 ```
 
 ---
@@ -113,7 +123,19 @@ X-App-Signature: <app_signature>
 ```
 
 ```http
-GET /index.php/employeeRest/claims-collection-v2/kpi/207?client_policy=4687
+GET /index.php/employeeRest/claims-collection-v2/kpi/inception_emp_lives?client_policy=4687
+Authorization: Bearer <jwt_token>
+X-App-Signature: <app_signature>
+```
+
+```http
+GET /index.php/employeeRest/claims-collection-v2/kpi/claim_amount_by_relationship?client_policy=4687
+Authorization: Bearer <jwt_token>
+X-App-Signature: <app_signature>
+```
+
+```http
+GET /index.php/employeeRest/claims-collection-v2/kpi/235?client_policy=4687
 Authorization: Bearer <jwt_token>
 X-App-Signature: <app_signature>
 ```
@@ -122,7 +144,7 @@ X-App-Signature: <app_signature>
 
 ## Sample responses
 
-### `kpi/{slug}` or `kpi/{id}`
+### `kpi/{slug}` — single-row KPI
 
 ```json
 {
@@ -137,6 +159,54 @@ X-App-Signature: <app_signature>
 }
 ```
 
+### `kpi/inception_emp_lives` — exposure (single row)
+
+```json
+{
+  "status": true,
+  "policy_id": 4687,
+  "kpi_id": 232,
+  "kpi": "inception_emp_lives",
+  "label": "Inception Employees & Lives",
+  "rows": [
+    { "inception_emp": "150", "inception_lives": "420" }
+  ]
+}
+```
+
+### `kpi/current_emp_lives` — exposure (single row)
+
+```json
+{
+  "status": true,
+  "policy_id": 4687,
+  "kpi_id": 233,
+  "kpi": "current_emp_lives",
+  "label": "Current Employees & Lives",
+  "rows": [
+    { "current_emp": "145", "current_lives": "410", "avg_family_size": "2.83" }
+  ]
+}
+```
+
+### `kpi/claim_value_by_month` — time series (multi-row)
+
+```json
+{
+  "status": true,
+  "policy_id": 4687,
+  "kpi_id": 234,
+  "kpi": "claim_value_by_month",
+  "label": "Claim Value by Month",
+  "rows": [
+    { "claim_month": "Jan 2024", "month_sort": "2024-01", "claim_value": "125000.00" },
+    { "claim_month": "Feb 2024", "month_sort": "2024-02", "claim_value": "98000.50" }
+  ]
+}
+```
+
+> Sort charts by `month_sort` (ISO `YYYY-MM`), not `claim_month` (display label).
+
 ### `all`
 
 ```json
@@ -160,6 +230,23 @@ X-App-Signature: <app_signature>
       "id": 207,
       "label": "Incurred Ratio",
       "rows": [{ "incurred_ratio": "72.34%" }]
+    },
+    "inception_emp_lives": {
+      "id": 232,
+      "label": "Inception Employees & Lives",
+      "rows": [{ "inception_emp": "150", "inception_lives": "420" }]
+    },
+    "current_emp_lives": {
+      "id": 233,
+      "label": "Current Employees & Lives",
+      "rows": [{ "current_emp": "145", "current_lives": "410", "avg_family_size": "2.83" }]
+    },
+    "claim_value_by_month": {
+      "id": 234,
+      "label": "Claim Value by Month",
+      "rows": [
+        { "claim_month": "Jan 2024", "month_sort": "2024-01", "claim_value": "125000.00" }
+      ]
     }
   }
 }
@@ -183,80 +270,140 @@ X-App-Signature: <app_signature>
   "message": "Unknown KPI. Pass Metabase id or method slug.",
   "allowed": {
     "181": "policy_exposure_summary",
-    "207": "incurred_ratio"
+    "207": "incurred_ratio",
+    "232": "inception_emp_lives",
+    "233": "current_emp_lives",
+    "234": "claim_value_by_month",
+    "235": "claim_amount_by_relationship",
+    "236": "top_10_ailments_by_claim_count"
   }
 }
 ```
-**HTTP 404**
+**HTTP 404** — `allowed` lists the full `KPI_MAP` (36 entries).
 
 ---
 
-## All 31 KPIs
+## All 36 KPIs
 
-| Metabase ID | Method slug | Label |
-|-------------|-------------|-------|
-| 181 | `policy_exposure_summary` | POLICY & EXPOSURE SUMMARY |
-| 185 | `premium_as_on_date` | PREMIUM AS ON DATE |
-| 186 | `claims_experience_summary` | CLAIMS EXPERIENCE SUMMARY |
-| 190 | `claim_amount_by_gender` | Claim Amount by Gender |
-| 191 | `age_band` | Age Band |
-| 194 | `top_5_hospitals_by_incurred_amount` | Top 5 Hospitals by Incurred amount |
-| 197 | `claims_incidence_rate` | Claims Incidence Rate |
-| 198 | `policy_start_date` | Policy Start Date |
-| 199 | `policy_end_date` | Policy End Date |
-| 200 | `insurer` | Insurer |
-| 201 | `tpa` | TPA |
-| 203 | `earned_premium` | Earned Premium |
-| 204 | `total_claims` | Total Claims |
-| 206 | `incurred_amount` | Incurred Amount |
-| 207 | `incurred_ratio` | Incurred Ratio |
-| 208 | `projected_claims` | Projected Claims |
-| 209 | `projected_ratio` | Projected Ratio |
-| 213 | `total_reimbursement_amount` | Total Reimbursement Amount |
-| 214 | `total_reimbursement_amt_pct` | Total Reimbursement Amt % |
-| 215 | `cashless_claim_amt` | Cashless Claim Amt |
-| 216 | `cashless_claim_amt_pct` | Cashless Claim Amt % |
-| 217 | `total_incurred_by_city` | Total Incurred by city |
-| 219 | `claim_amount_by_claim_status` | Claim Amount by Claim Status |
-| 220 | `hospitals_in_detail` | Hospitals in detail |
-| 221 | `hospital_city_wise_si_limit_pregnancy` | Hospital city wise SI Limit - Pregnancy |
-| 224 | `s_pregnancy_normal_delivery_exceeded_amt` | S-PREGNANCY - NORMAL DELIVERY Exceeded Amt |
-| 225 | `s_pregnancy_c_sec_avg_exceeded_amt` | S-Pregnancy C-Sec avg exceeded amt |
-| 228 | `cataract_exceeded_claim_amount` | Cataract exceeded claim amount |
-| 229 | `cataract_avg_exceeded_amount` | Cataract avg exceeded amount |
-| 230 | `hospital_city_wise_si_limit_cataract` | Hospital city wise SI Limit - Cataract |
-| 231 | `total_incurred_by_cliam_status` | Total Incurred by Cliam Status |
+| Metabase ID | Method slug | Label | Rows |
+|-------------|-------------|-------|------|
+| 181 | `policy_exposure_summary` | POLICY & EXPOSURE SUMMARY | single |
+| 185 | `premium_as_on_date` | PREMIUM AS ON DATE | single |
+| 186 | `claims_experience_summary` | CLAIMS EXPERIENCE SUMMARY | single |
+| 190 | `claim_amount_by_gender` | Claim Amount by Gender | multi |
+| 191 | `age_band` | Age Band | multi |
+| 194 | `top_5_hospitals_by_incurred_amount` | Top 5 Hospitals by Incurred amount | multi |
+| 197 | `claims_incidence_rate` | Claims Incidence Rate | single |
+| 198 | `policy_start_date` | Policy Start Date | single |
+| 199 | `policy_end_date` | Policy End Date | single |
+| 200 | `insurer` | Insurer | single |
+| 201 | `tpa` | TPA | single |
+| 203 | `earned_premium` | Earned Premium | single |
+| 204 | `total_claims` | Total Claims | single |
+| 206 | `incurred_amount` | Incurred Amount | single |
+| 207 | `incurred_ratio` | Incurred Ratio | single |
+| 208 | `projected_claims` | Projected Claims | single |
+| 209 | `projected_ratio` | Projected Ratio | single |
+| 213 | `total_reimbursement_amount` | Total Reimbursement Amount | single |
+| 214 | `total_reimbursement_amt_pct` | Total Reimbursement Amt % | single |
+| 215 | `cashless_claim_amt` | Cashless Claim Amt | single |
+| 216 | `cashless_claim_amt_pct` | Cashless Claim Amt % | single |
+| 217 | `total_incurred_by_city` | Total Incurred by city | multi |
+| 219 | `claim_amount_by_claim_status` | Claim Amount by Claim Status | multi |
+| 220 | `hospitals_in_detail` | Hospitals in detail | multi |
+| 221 | `hospital_city_wise_si_limit_pregnancy` | Hospital city wise SI Limit - Pregnancy | multi |
+| 224 | `s_pregnancy_normal_delivery_exceeded_amt` | S-PREGNANCY - NORMAL DELIVERY Exceeded Amt | multi |
+| 225 | `s_pregnancy_c_sec_avg_exceeded_amt` | S-Pregnancy C-Sec avg exceeded amt | multi |
+| 228 | `cataract_exceeded_claim_amount` | Cataract exceeded claim amount | multi |
+| 229 | `cataract_avg_exceeded_amount` | Cataract avg exceeded amount | multi |
+| 230 | `hospital_city_wise_si_limit_cataract` | Hospital city wise SI Limit - Cataract | multi |
+| 231 | `total_incurred_by_cliam_status` | Total Incurred by Cliam Status | multi |
+| 232 | `inception_emp_lives` | Inception Employees & Lives | single |
+| 233 | `current_emp_lives` | Current Employees & Lives | single |
+| 234 | `claim_value_by_month` | Claim Value by Month | multi |
+| 235 | `claim_amount_by_relationship` | Claim Amount by Relationship | multi |
+| 236 | `top_10_ailments_by_claim_count` | Top 10 Ailments by Claim Count | multi |
 
 > **Note:** KPIs 214 and 216 were renamed from the auto-generated slug to avoid collision with 213 and 215.
 
+> **Note:** IDs **232–236** were assigned in-app for KPIs added outside the original Metabase CSV export. Confirm real Metabase question IDs and update `KPI_MAP` if they differ.
+
+---
+
+## Output columns — KPIs 232–236
+
+| Slug | Row fields | Description |
+|------|------------|-------------|
+| `inception_emp_lives` | `inception_emp`, `inception_lives` | Distinct Self employees and all lives at inception (`change_event` contains inception) |
+| `current_emp_lives` | `current_emp`, `current_lives`, `avg_family_size` | Active employees/lives; `avg_family_size` = lives ÷ employees (2 dp) |
+| `claim_value_by_month` | `claim_month`, `month_sort`, `claim_value` | Monthly sum of `claim_amount`; ordered by `month_sort` |
+| `claim_amount_by_relationship` | `relationship`, `claim_count`, `count_pct`, `claim_value`, `value_pct` | Claims by `ticket_master.relationship`; `count_pct` / `value_pct` are numeric (not `%` strings) |
+| `top_10_ailments_by_claim_count` | `ailment`, `claim_count`, `count_pct`, `claim_value`, `value_pct` | Top 10 `tpa_ailments` (non-null); `claim_value` formatted via `FORMAT()`; pct fields as `%` strings |
+
+---
+
+### `kpi/claim_amount_by_relationship` — breakdown (multi-row)
+
+```json
+{
+  "status": true,
+  "policy_id": 4687,
+  "kpi_id": 235,
+  "kpi": "claim_amount_by_relationship",
+  "label": "Claim Amount by Relationship",
+  "rows": [
+    {
+      "relationship": "Self",
+      "claim_count": "42",
+      "count_pct": "35.00",
+      "claim_value": "850000.00",
+      "value_pct": "40.50"
+    },
+    {
+      "relationship": "Spouse",
+      "claim_count": "28",
+      "count_pct": "23.33",
+      "claim_value": "520000.00",
+      "value_pct": "24.80"
+    }
+  ]
+}
+```
+
+> Not the same as `claim_amount_by_gender` (#190), which groups by employee `gender` via join — not `ticket_master.relationship`.
+
 ---
 
 ## Files
 
 | File | Purpose |
 |------|---------|
-| `app/Models/ClaimsCollectionV2DashboardModel.php` | 31 KPI query methods, `KPI_MAP`, `KPI_LABELS`, `getAllKpis()`, `getKpi()` |
+| `app/Models/ClaimsCollectionV2DashboardModel.php` | 36 KPI query methods, `KPI_MAP`, `KPI_LABELS`, `getAllKpis()`, `getKpi()` |
 | `app/Controllers/ClaimsCollectionV2DashboardController.php` | `kpi()`, `all()`, `preview()`, `debug()` |
 | `app/Views/claims_collection_v2_dashboard.php` | Admin/FE debug preview UI (KPI card grid) |
 | `app/Config/Routes.php` | Both route groups (search `claims-collection-v2`) |
 | `tests/smoke_claims_collection_v2.php` | CLI smoke test — run: `php tests/smoke_claims_collection_v2.php 4687` |
-| `metabase_raw_queries.csv` | Source of truth for all SQL queries |
+| `metabase_raw_queries.csv` | Source of truth for original Metabase SQL queries |
+| `hr-dashboard.md` | This document |
 
 ---
 
 ## FE integration notes
 
-- Call `all` once on dashboard mount; render each `data[method].rows` into its card.
+- Call `all` once on dashboard mount; render each `data[method].rows` into its card (36 keys under `data`).
 - Call `kpi/{slug}` for lazy/on-demand loading of individual cards.
 - `policy_id` should come from the HR session / selected policy context — never hardcoded.
-- All rows are raw arrays; formatting (currency, %, dates) is already applied inside the SQL (`FORMAT()`, `CONCAT()`).
-- `rows` may be empty `[]` if no claims exist for that policy — handle gracefully in UI.
+- All rows are raw arrays; formatting (currency, %, dates) is already applied inside the SQL where applicable (`FORMAT()`, `CONCAT()`, `DATE_FORMAT()`).
+- `rows` may be empty `[]` if no data exists for that policy — handle gracefully in UI.
+- **Single-row KPIs** (e.g. `incurred_ratio`, `inception_emp_lives`): use `rows[0]`.
+- **Multi-row KPIs** (e.g. `claim_value_by_month`, `age_band`): iterate `rows`; for time series use `month_sort` for sort order.
+- **Exposure block:** `inception_emp_lives` + `current_emp_lives` pair for inception vs current headcount.
 
 ---
 
 ## BE notes
 
-- To add a new KPI: add an entry to `KPI_MAP` + `KPI_LABELS` in the model and write the corresponding method `public function my_kpi(int $policyId): array`.
+- To add a new KPI: add an entry to `KPI_MAP` + `KPI_LABELS` in the model, write `public function my_kpi(int $policyId): array`, update this doc and bump the smoke test KPI count.
 - All queries use named binding `:policy_id:` (CodeIgniter style, replaces Metabase `{{policy_id}}`).
 - Literal `\t` / `\n` in CSV SQL is normalized in `runKpiQuery()` — safe to re-generate from CSV.
-- Run `php tests/smoke_claims_collection_v2.php {policy_id}` after any model change.
+- Run `php tests/smoke_claims_collection_v2.php {policy_id}` after any model change (expects `KPI_MAP` count === 36).
diff --git a/tests/smoke_claims_collection_v2.php b/tests/smoke_claims_collection_v2.php
index 324bb8ab..5b10923d 100644
--- a/tests/smoke_claims_collection_v2.php
+++ b/tests/smoke_claims_collection_v2.php
@@ -51,10 +51,10 @@ function ok(string $label, bool $cond, string $detail = ''): void
 $model  = new ClaimsCollectionV2DashboardModel();
 $kpiMap = ClaimsCollectionV2DashboardModel::KPI_MAP;
 
-ok('KPI_MAP count', count($kpiMap) === 31, (string) count($kpiMap));
+ok('KPI_MAP count', count($kpiMap) === 36, (string) count($kpiMap));
 
 $uniqueMethods = array_unique(array_values($kpiMap));
-ok('unique KPI method names', count($uniqueMethods) === 31, count($uniqueMethods) . ' methods');
+ok('unique KPI method names', count($uniqueMethods) === 36, count($uniqueMethods) . ' methods');
 
 foreach (['policy_exposure_summary', 'incurred_ratio'] as $slug) {
     ok("slug map contains {$slug}", in_array($slug, $kpiMap, true));
@@ -93,7 +93,7 @@ $badResp = json_decode($controller->kpi('not_a_kpi')->getJSON(), true);
 ok('controller unknown kpi 404', ($badResp['status'] ?? true) === false);
 
 $allResp = json_decode($controller->all()->getJSON(), true);
-ok('controller all KPIs', ($allResp['status'] ?? false) === true && count($allResp['data'] ?? []) === 31);
+ok('controller all KPIs', ($allResp['status'] ?? false) === true && count($allResp['data'] ?? []) === 36);
 
 $debugOut = $controller->debug($policyId);
 $debugBody = is_string($debugOut) ? $debugOut : $debugOut->getBody();